Transaction Advisory Highlights

has invested in CohnReznick LLP provided financial, tax, and valuation due diligence services on behalf of the buyer.

has received a strategic investment from CohnReznick provided sell-side financial due diligence services on behalf of Hatch Fertility.

has acquired CohnReznick LLP provided financial due diligence services on behalf of the acquirer.

has invested in CohnReznick LLP provided financial and tax due diligence on behalf of the investor.

has acquired CohnReznick LLP provided sell-side due diligence assistance to the seller.

has made an investment in CohnReznick LLP provided financial due diligence services on behalf of the investor.

has merged with CohnReznick LLP provided financial due diligence services on behalf of Champlin Architecture.

has acquired certain assets of Blue Apron CohnReznick LLP provided financial, tax, operations and IT transaction advisory services on behalf of the acquirer.

has been acquired by A portfolio company of CohnReznick provided sell-side due diligence services in support of this transaction.

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Thought Leadership:

Q4 2023: AI is gaining traction in M&D

The most recent edition of the M&D M&A report, written by Helana Robbins Huddleston and Technology+ leader Shawn Gilronan, delved into how more M&D companies are turning to AI and machine learning to gain a competitive edge. This trend plus the closing of a large number of “mega deals” happening in the industry in 2023 means that those who aren’t already investing in automation and technologies, and other ways to compete with larger businesses, will have some hurdles to jump.

Download the report

Recent Articles:

• Using a proactive pricing strategy to increase profitability
• In-person versus virtual: Each has advantages for due diligence 
• Manufacturing & Distribution M&A Quarterly (Q4 2023)
• Independent sponsors: A maturing market or just getting started?
• Benefits, pitfalls of acquiring or investing in distressed assets
• Poorly crafted purchase agreements and resulting erosion of deal value
• Value360 - Lessons learned from a challenging economy (and why diversification matters)

Upcoming Sponsored Events:

• 2024 Florida Venture Capital Conference in Miami, FL (Jan. 31 – Feb. 1)
• 16th Independent Sponsors Summit & Awards in Miami, FL (Feb. 6-7)
• 2024 Physicians Transactions Conference in San Francisco, CA (Feb. 15)
• 2024 ACG NY DealMaker Series – VIP Healthcare Dinner in New York, NY (Feb. 22)
• iGlobal Independent Sponsors Capital Providers Dealmakers Meeting in New York, NY (Apr. 17)
• ACG NY 11th Annual Women of Leadership Summit in New York, NY (Apr. 18)
• McGuireWoods 20th Annual Healthcare Private Equity & Finance Conference in Chicago, IL (May. 8-10)

Team Expansion

Sale and Purchase Agreement (SPA) Advisory

CohnReznick has expanded our Sale and Purchase Agreement (SPA) Advisory practice to help clients navigate financial due diligence processes and the complexities of M&A transactions. We provide highly tailored services and advise clients on how to avoid disputes. Andrew Still has joined the SPA team which is led by Laura Kobes. In addition, on a post-transaction basis, CohnReznick continues to assist clients in resolving disputes related to working capital adjustments, contingent purchase price (“earn-out”) calculations, indemnification claims, breach of warranty claims, and more.

Tech Industry

Our technology focus has expanded with the hiring of Greg Mochizuki in our San Francisco office. Greg is focused on our reach across upper middle market private equity firms and acquisitive companies and advises clients on software and tech-sector transactions. His experience advising C-suite executives and private equity leaders on sell-side M&A and capital raising strategies has enhanced our capabilities to better support marquee Bay Area brands.

Operational Diligence and Performance Improvement Services

Developing our Operations Due Diligence (ODD) and Performance Improvement (PI) capabilities at CohnReznick continues to be a strategic imperative for the firm. Jeff Wissink, Principal – Performance Improvement, has joined the Transaction Advisory team to leverage buy and sell-side opportunities and augment our service offering to allow our clients to optimize their performance. 

CONGRATULATIONS!

Congratulations to Helana Robbins Huddleston who was just elected as the New President of ACG Chicago’s Board of Directors! Helana is a partner in our Transactional Advisory practice and the Co-Leader of our Manufacturing and Distribution Industry practice.